Financial Solutions Advisor

Bank of America

Financial Solutions Advisor at Bank of America helping clients with banking and investment solutions. Obtaining necessary licenses and building client relationships to guide financial decisions.

Posted 5/31/2026full-timeReno • California, Nevada • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

About the role

Key responsibilities & impact

Obtaining Securities Industry licenses
Received personalized classes for SIE, Series 7 and Series 66 Exams
Taught foundational skills to be an advisor
Help deliver Bank of America’s core banking, investment solutions and client care
Work in a financial center aiding client relationship management
Guide clients through financial decisions based on their needs

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, accessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to make an impact
Contribute to sustainable growth of our business and communities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Securities Industry licensesSIE ExamSeries 7 ExamSeries 66 Exam

Soft Skills

self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability